Orion Advisor Services Launches Free Peer-to-Peer Model Marketplace
Orion partnered with Russell Investments, BlackRock and CLS Investments on its new "Orion Communities."
Younger Millionaires Want a ‘Personal CFO’: Fidelity
The ranks of Gen X and millennial millionaires are growing fast, but the share of this group using advisors is falling, fidelity finds.
How to Use ‘What If’ Scenario Planning as Risk Management
Luis Maizel, co-founder of LM Capital Group, said he and his team always have 40 or 50 life scenarios planned.
5 Raymond James Women Who Are ‘Kicking Butt and Taking Names’
"These women we’re recognizing are leaders — not only in their profession — but in their communities as well," Michelle Lynch says.
3 Female Portfolio Managers Share Their Investing Picks
This is the Raymond James Women’s Symposium’s first portfolio management panel in its 23-year history.
Change Finance Launches Impact Investing ETF: Portfolio Products
ImpactUs Marketplace adds two new issuers, and Northern Trust launches a new ESG fund.
SEC Charges 3 in Caffeinated Snack Scam: Enforcement
In another action, the SEC charged an attorney with participating in a Ponzi scheme.
Largest Women’s Symposium Ever, Yet Percentage of Women Hasn’t Budged
Michelle Lynch described the process of getting more women into the industry as “organic and slow.”
New York Life Adds Student Loan Repayment Program for Employees
The repayment program will offer up to $10,200 over five years for eligible employees, as well as student loan advice and online planning tools.
Trust Company of America Partners With Fi360
The integration gives TCA's 7,000-plus advisors tools for investment policy statement creation, watchlist management and FINRA-reviewed reports.